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505 Montgomery Street Suite 1100, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-19 |
| TX | RA | APPROVED_RES | 2017-01-05 |
Branch Locations
505 Montgomery Street Suite 1100, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 06/2015 | 12/2016 |
| Bank Of America, N.A. | San Francisco | CA | 09/2015 | 12/2016 |
| Rapport Financial Llc | San Francisco | CA | 12/2016 | Present |
| Emerson Equity Llc | San Mateo | CA | 08/2018 | 08/2020 |
| Model Fa | Austin | TX | 01/2020 | 04/2021 |
Aaron Louis Hattenbach may act as an insurance agent with Synchronize (Powered by Lockton Affinity) to assist clients in meeting their specific financial goals through Life, Disability, and Long Term Insurance Planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2011-02-05 |
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